Category: Retirement
How One Act of Kindness Sparked a Movement for Breast Cancer Recovery (Ep. 22)

How One Act of Kindness Sparked a Movement for Breast Cancer Recovery (Ep. 22)

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When Katelynn Devinney’s mom was diagnosed with breast cancer, a simple sweatshirt with inside pockets for post-surgical drainage tubes changed her recovery and inspired a mission.

In this heartfelt episode, Brendon Murphy speaks with Katelynn about how that one moment became Pockets of Hope, a nonprofit providing comfort and care to women healing from mastectomies. What started as a sewing project between friends has grown into a nationwide effort, supported by volunteers, small businesses, and survivors themselves. You’ll hear how Katelynn’s community came together, how her mom’s strength fueled the vision, and why something as simple as a pocket can mean so much during recovery.

What to expect in this episode:

  • The origin story behind Pockets of Hope and Katelynn’s personal connection
  • How the nonprofit provides specialty sweatshirts for post-mastectomy care
  • Why small gestures of support matter more than we realize
  • How to donate, volunteer, or refer someone in need of support
  • And more!

Resources:

Connect with Brendon Murphy: 

Connect with Katelynn Devinney:

About our Guest:

Katelynn Devinney is the Founder and Executive Director of Pockets of Hope, a nonprofit dedicated to supporting women recovering from mastectomy surgeries through handmade zip-up sweatshirts designed to hold drainage tubes. Inspired by her mother’s journey with breast cancer, Katelynn has mobilized a network of volunteers, fundraisers, and survivors to bring comfort, dignity, and hope to others.

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Long-Term Care Has Changed: What Families Need to Know (Ep. 21)

Long-Term Care Has Changed: What Families Need to Know (Ep. 21)

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When it comes to long-term care, many clients are caught off guard emotionally and financially. But with proper planning, advisors can help families preserve both their dignity and their wealth.

In this episode, Brendan Murphy speaks with Don Quante, Founder and President at Wealth Protection Advisors, and author of Don’t Go Broke in a Nursing Home, about how to approach long-term care planning in a way that protects legacies without overburdening clients. Don explains how guaranteed-issue life insurance policies with long-term care riders offer a powerful solution, especially for clients who can’t qualify for traditional coverage. He also shares how the pandemic has shifted attitudes toward home-based care, and why it’s more important than ever for advisors to introduce these strategies early. If you’re looking to bring more clarity and confidence to your clients’ aging plans, this conversation is a must-listen.

What to expect in this episode:

  • Why 88% of Americans now say they want long-term care delivered at home
  • A deep dive into guarantee issue long-term care and who qualifies
  • The surprising financial toll on unpaid caregivers, especially adult daughters
  • How the Pension Protection Act and new “beautiful bill” may impact your plan

Resources:

Connect with Brendon Murphy: 

Connect with Don Quante:

About our Guest:

Don Quante is the Founder and President at Wealth Protection Advisors. Don is a nationally recognized long-term care planning expert, best-selling author, and 2022 MDRT Hall of Fame Inductee. With more than four decades of experience, Don empowers financial advisors and their clients to make informed care decisions, preserve wealth, and find peace of mind; no matter their health history.

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Unlocking Kaizen: How to Build Tax-Free Income and Transfer Wealth Without Debt (Ep. 20)

Unlocking Kaizen: How to Build Tax-Free Income and Transfer Wealth Without Debt (Ep. 20)

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What if you could use other people’s money to grow your retirement income without taking on the risk yourself?

That’s the core idea behind the Kaizen strategy.

In this episode, Brendan Murphy sits down with Jeremy Bickler, CLU®, Vice President of Simplicity Life at Simplicity Group, to unpack how this unique leverage-based life insurance strategy works. With over two decades in finance and insurance, Jeremy explains how clients can amplify their wealth-building efforts while minimizing exposure, debt, or personal guarantees.

This episode is a must-listen for professionals with strong cash flow who want to explore innovative ways to supplement retirement income or enhance long-term wealth transfer.

What to expect in this episode:

  • How Kaizen uses leverage to supercharge a life insurance retirement plan
  • Why this isn’t your typical premium financing strategy
  • Which types of clients and age ranges benefit most
  • Real-world uses for Kaizen in business, gifting, and legacy planning

Resources:

Connect with Brendon Murphy: 

Connect with Jeremy Bickler:

About our Guest:

Jeremy Bickler is VP of Sales of Simplicity Life at Simplicity Group. With over 20 years in insurance and finance, he’s a driving force behind the Kaizen strategy, making it easier for clients to grow, protect, and transfer their wealth.

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Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

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What if the key to navigating market chaos wasn’t timing, but teamwork?

For many investors, the rollercoaster swings we’ve seen this year, ranging from sharp declines to rapid rebounds, spark fear and reactionary decisions. But at Compass Financial Solutions, we are proving that a coordinated approach between investment management and income protection can help clients stay the course.

In this episode of Compass Wealth Conversations, Brendon Murphy and Brendan McPoyle, CFP®, AEP®, Partner and Wealth Manager at Princeton Global, break down how their partnership blends growth strategies with downside protection. From adjusting allocations to using fixed indexed annuities with annual reset features, they’re helping clients balance risk and stability, especially when headlines create panic.

What to expect in this episode:

  • A behind-the-scenes look at how Brendon and Brendan manage risk and protection together
  • Why proper diversification goes beyond just stocks and bonds
  • Real examples of how annuity products offer income stability during downturns
  • How having two financial professionals on your team brings peace of mind
  • The importance of regularly reviewing beneficiaries and your broader financial plan
  • And more!

Resources:

Connect with Brendon Murphy: 

Connect with Brendan McPoyle, CFP®, AEP®:

About Our Guest:

As a CERTIFIED FINANCIAL PLANNER™, Brendan McPoyle works with business owners, high-net-worth individuals, and hard-working professionals across the United States. With over 20 years of experience developing inclusive financial plans and comprehensive strategies, he has helped individuals and families visualize their goals and plan for long-term retirement success.

Brendan’s collaborative and comprehensive wealth management approach leverages the expertise of the Princeton Global team alongside each client’s trusted advisors. His focus is on helping clients increase and protect their financial assets, build and secure resources for retirement, and achieve lasting financial security and independence.

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Selling Delco, Serving Community: Real Estate with Purpose (Ep. 18)

Selling Delco, Serving Community: Real Estate with Purpose (Ep. 18)

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What if your most significant career shift started with someone saying, “You’re never going to be the guy”? 

For John, that challenge sparked a journey from chasing football dreams to co-leading one of the most community-driven real estate brands in Delaware County.

In this episode of Compass Wealth Conversations, Brendon Murphy talks with John Port of Selling Delco about how humility, hard work, and a deep connection to their hometown shaped a real estate business that’s anything but ordinary. From turning down deals to doing what’s right for the client, to hosting 800-person events for charity, this conversation is about more than selling homes. It’s about living with purpose.

What to expect in this episode:

  • Behind the scenes of how Selling Delco was built—from rejection to reputation
  • Why the Delco Group isn’t just a charity—it’s a call to action
  • A powerful story of how John’s daughter helped drive a community initiative
  • Real talk on today’s real estate market and why experience matters more than ever
  • And more!

Connect with Brendon Murphy: 

Connect with John Port: 

About our Guest: 

John has been a full time agent with the Mike Mulholland Team since we have opened our doors.  A partner and manager of the team, John works with buyers, sellers and investors.  John has been in the business since December of 2006. 

Personal – John graduated from Monsignor Bonner High School and Albright College in Reading.  John was a 4 year starter and Captain at Quarterback for Albright and received All-American Honors while breaking every school record during his career.  He played minor league Arena Football.  John spends his spare time volunteering in the County, coaching at BYC in Garnet Valley, and training young Quarterbacks in Delaware and Chester County. John is the founder of The Delco Group. A local non-profit doing special things for members of the Delaware County community facing different hardships.  The rest of his time away from the office, charity and football field is spent with his wife Kristen and their three beautiful children JJ Landon and Lyla.  

Business – John is one of the best in the business.  He knows the local market as well as anyone.  His marketing tactics are consistently recognized on a national level. John’s unique approach to marketing has helped set the SellingDelco team apart from the rest.

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How Direct Primary Care is Changing Healthcare with Matthew Kavalek, MD (Ep. 17)

How Direct Primary Care is Changing Healthcare with Matthew Kavalek, MD (Ep. 17)

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What if you could have direct access to your doctor whenever you need it? 

Brendon Murphy sits down with Matthew Kavalek, MD, a pioneering physician who utilizes a direct primary care model that meaningfully reconnects patients with their doctors.

Together, they discuss the advantages of this membership-based practice, how it offers more personalized care, and why older healthcare models could use a revamp. Dr. Matt explains his unique approach to patient care, emphasizing time, accessibility, and robust patient-doctor relationships. Curious about how this model addresses healthcare frustrations and offers solutions? You’ll want to hear this.

Dr. Matt shares insights into:

  1. The benefits of direct primary care (00:00:56)
  2. Patient experiences and outcomes (00:06:18)
  3. Addressing healthcare challenges with innovative solutions (00:16:03)
  4. The impact of healthcare market changes (00:18:14)
  5. The future of patient care (00:20:36)

Connect with Brendon Murphy: 

Connect with Matthew Kavalek, MD: 

About our Guest: 

Matthew Kavalek, MD, is a board-certified Family Medicine physician and co-founder of Blue Ocean Health, a Direct Primary Care (DPC) practice in King of Prussia, Pennsylvania. Dr. Kavalek was born and raised in Bucks County, PA. He played multiple sports growing up, including soccer, basketball, baseball, and golf. His love for sports quickly turned into an interest in how the human body functions. This led him to pursue a career in medicine. He discovered his passion for family medicine and direct primary care while in medical school. He understood that to practice good medicine, he needed to create a working environment tailored to his patients and not to insurance companies. He completed his undergraduate training in kinesiology at Elon University in Elon, NC, and then attended New York Medical College in Westchester, NY for his graduate medical training. He completed his family medicine residency at Chestnut Hill Hospital in Philadelphia, PA, and is board-certified in family medicine. His interests within the field of medicine include men’s health, testosterone replacement therapy, medical weight loss, and the role proper exercise plays in disease prevention. When not at the office, he can be found working out at the local gym or taking his pitbull rescue, Milo, for a long walk.

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The Hidden Costs of Retirement: Are You Prepared? (Ep. 16)

The Hidden Costs of Retirement: Are You Prepared? (Ep. 16)

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What steps can you take today to safeguard your future healthcare needs? 

Dive into this episode of Compass Wealth Conversations, where Brendon C. Murphy talks with Eliseo Tajanlangit, RN, CCM, LTCCP, a seasoned emergency department case management nurse and life insurance expert. They explore intriguing insights on long-term care planning and debunk common misconceptions about Medicare’s coverage.

Join Brendon and Eliseo as they:

  • Discuss the importance of planning for potential long-term care needs (00:03:45).
  • Highlight the critical role of nurses and insurance agents in retirement planning (00:04:32).
  • Explain the financial implications of prolonged healthcare events such as Parkinson’s (00:06:27).
  • Share actionable strategies for integrating healthcare planning into your retirement blueprint (00:14:23).

Discover how you can build a robust financial plan that withstands life’s unexpected challenges. Listen to gain confidence knowing you’re doing everything possible to protect your health and finances.

Connect with Brendon Murphy: 

Connect with Eliseo Tajanlangit: 

About Eliseo Tajanlangit: 

Eliseo Tajanlangit, RN, CCM, LTCCP, is a veteran emergency nurse with over 32 years of experience in trauma care, case management, and long-term care planning. Known as Your Medicare Nurse Navigator, he blends his clinical background with insurance expertise to guide individuals and families through the complexities of Medicare.

Alongside his wife, also a nurse, Eliseo has dedicated his life to healthcare and continues to work in a Level 1 trauma center, keeping his knowledge current and practical. He’s also a licensed Medicare advisor, helping people make informed, confident healthcare decisions.

Through his blog, videos, and social media, Eliseo simplifies Medicare and empowers others to plan for the future with clarity and peace of mind.

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Hormone Therapy Explained: What You Need to Know for Optimal Health (Ep. 15)

Hormone Therapy Explained: What You Need to Know for Optimal Health (Ep. 15)

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What happens when you realize your health is more than just numbers on a chart?

Join Brendan Murphy as he welcomes Dr. Jason De Leon and Dr. Rita Gillespie from D and G Optimization to the Compass Wealth Conversations Podcast. Dive into a transformative discussion about personalized health optimization, tackling issues from hormone imbalances to metabolic health, and debunking common medical myths. Discover how a proactive approach can redefine your wellness journey.

In this episode, we will explore:

  • (00:01:11) Dr. De Leon’s personal health journey and overcoming metabolic issues 
  • (00:06:50) The importance of personalized medicine versus a one-size-fits-all approach 
  • (00:12:29) How hormone levels affect everything from energy to long-term health 
  • (00:10:48) Misconceptions around commonly prescribed medications and treatments 

Connect with Brendon Murphy: 

Connect with Dr. Jason De Leon M.D: 

Connect with Dr. Rita Gillespie D.O:

  • 863-899-2404
  • info@optimizedwellness.net
  • LinkedIn: D&G Optimized Wellness and Hormones
  • Facebook: D&G Optimized Wellness and Hormones
    About Dr. Jason De Leon M:

    Jason De Leon went to Barry University on an academic scholarship for his undergraduate education, focusing on varied research projects including thyroid hormone and synaptic plasticity. He went to Medical School at the University of Iowa Roy J. and Lucille A. Carver College of Medicine. He finished his Emergency Medicine Residency after a preliminary year in General Surgery at the University of Florida-Gainesville.

    After working for several years between Alabama and Florida he completed training in Bio-identical Hormone Replacement Therapy under Worldlink Medical. Jason is passionate about how hormone therapy can improve your well-being, stave off illness, improve your cholesterol profile, and prevent type 2 diabetes.

    About Dr. Rita Gillespie D.O: 

    Rita Gillespie attended Medical School in Philadelphia at the Philadelphia College of Osteopathic Medicine. She did a year of training at Albert Einstein Medical Center in Philadelphia before transferring to the University of Florida-Gainesville to complete her Emergency Medicine Residency.

    After working for several years, she completed training in Bio-identical Hormone Replacement Therapy under Worldlink Medical. Being a Doctor of Osteopathic Medicine, she understands the importance of keeping the mind, body, and soul healthy and optimized. She believes that BHRT should be part of every patient’s life to help people age gracefully and with vibrance.

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Turning New Year’s Fitness Goals into Lifelong Habits with Julia Nastasi (Ep. 14)

Turning New Year’s Fitness Goals into Lifelong Habits with Julia Nastasi (Ep. 14)

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Have you ever considered how your passions can transform into a thriving business? Join us to explore the captivating journey of turning dreams into reality.

In this episode of Compass Wealth Conversations, Brendon Murphy speaks with Julia Nastasi, a dynamic digital creator, lawyer, and CEO of Fitting and Fitness. From battling personal challenges to carving out a business in fitness, Julia shares how she transitioned from law to full-time fitness while staying true to her passion. Tune in to uncover how a dose of personal accountability and a sprinkle of innovation can redefine career paths. Julia also dives into her latest ventures, from skincare collaborations to launching a Disney guide service, underscoring her philosophy of integrating personal interests into successful business endeavors.

Brendon and Julia discuss:

  • (01:14) Julia’s journey from attorney to fitness CEO and how her initial skepticism transformed into success
  • (04:06) The importance of tailoring fitness programs to one’s lifestyle and how Julia’s “Fitting In Fitness” adapts to individual needs
  • (08:45) Insight into Julia’s nutrition-focused program, highlighting sustainable fitness and real-world applicability
  • (23:28) The emotional and financial lessons learned from a personal family experience, emphasizing the need for long-term care planning
  • (32:15) Julia’s advice for embracing guidance and how it’s shaped her personal and professional life
  • And more

Connect with Brendon Murphy: 

Connect with Julia Nastasi: 

About our Guest: 

Julia Nastasi is the Founder and CEO of The Fit Fighters, an Online health and fitness coach at Fitting in Fitness, and the Creator and CEO of Fitting in Fitness.

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Transforming Homes and Lives: The Power of Design with Stephanie Gillin (Ep. 13)

Transforming Homes and Lives: The Power of Design with Stephanie Gillin (Ep. 13)

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What if your home renovation could transform not just your space, but also your lifestyle?

In this episode of Compass Wealth Conversations, Brendan Murphy sits down with Stephanie Gillin, co-owner of Grande Decor, to discuss the art of remodeling and the role of innovative design in modern living spaces. Steph shares insights into how she and her team at Grande Decor approach home transformations that go beyond just aesthetics. The episode offers a fresh take on integrating functionality and style, ensuring that both your home and your life receive a makeover.

Stephanie discusses: 

  • (01:45) The comprehensive design and build approach of Grande Decor
  • (03:44) The importance of understanding how clients live to create tailor-made spaces
  • (05:56) Collaboration with husband Joe Gillin for seamless project execution and client satisfaction
  • (08:07) The evolution of their unique construction binder system for clarity and efficiency
  • (10:51) Upcoming trends in home renovations and timeless design elements
  • And more

Connect with Brendon Murphy: 

Connect with Stephanie Gillin: 

About our Guest: 

Walking into someone’s home and seeing where we can help by adding function and style to their kitchen and bath is what we love to do! Getting to know our clients and their family makes the design process exciting! Then we take the design and renovate each kitchen and bath to meet/exceed the wants and needs of the homeowner. It is a truly special experience to design and remodel a family’s home! 

At Grande Decor, we walk homeowners through each step of the design and remodel phase. We explore all possible options for their renovation on all levels, including; style, function, budget and time. We are known for our communication, energy, cleanliness and passion.

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